Turning Point Brands, Inc.

Turning Point Brands, Inc.

TPBยทNYSE

$86.24

+5.1%
Consumer DefensiveTobacco

Turning Point Brands, Inc., together with its subsidiaries, manufactures, markets, and distributes branded consumer products. The company operates through three segments: Zig-Zag Products, Stoker's Products, and NewGen Products. The Zig-Zag Products segment markets and distributes rolling papers, tubes, finished cigars, make-your-own cigar wraps, and related products under the Zig-Zag brand. The Stoker's Products segment manufactures and markets moist snuff tobacco and loose-leaf chewing tobacco products under the Stoker's, Beech-Nut, Durango, Trophy, and Wind River brands. The NewGen Products segment markets and distributes cannabidiol isolate, liquid vapor products, and other products without tobacco and/or nicotine to individual consumers through VaporFi B2C online platform, as well as non-traditional retail through VaporBeast. It sells its products to wholesale distributors and retail merchants in the independent and chain convenience stores, tobacco outlets, food stores, mass merchandising, and drug stores. The company was formerly known as North Atlantic Holding Company, Inc. and changed its name to Turning Point Brands, Inc. in November 2015. Turning Point Brands, Inc. was founded in 1988 and is headquartered in Louisville, Kentucky.

At a Glance

Live Snapshot
Market Cap$1.67B
EPS3.1800
P/E Ratio27.12
Earnings Date08/05/2026
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Turning Point Brands, Inc. Street Expectations Map

TPB ยท NYSE

Wall Street analysts project that TPB stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 128.33, with estimates ranging from a low of 125.00 to a high of 130.00.

Lowest Target
125.00
44.94%
Consensus Target
128.33
48.81%
Highest Target
130.00
50.74%

The consensus 1-year price target stands at 128.33, with estimates ranging from a low of 125.00 to a high of 130.00.

Analyst Consensus Analysis

Upside Potential

+48.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

3.9% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Turning Point Brands, Inc. Forward Estimates of Revenue

TPB ยท NYSE
Latest Revenue
463.06M
FY 2025
Avg Estimate
513.56M
FY 2026
Estimate Range
497.58M - 529.54M
Analyst Spread

Forward Growth Analysis

Projected Growth+10.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Turning Point Brands, Inc. Forward Estimates of Net Income

TPB ยท NYSE
Latest Net Income
58.16M
FY 2025
Avg Estimate
80.40M
FY 2026
Estimate Range
76.90M - 83.90M
Analyst Spread

Forward Growth Analysis

Projected Growth+38.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Turning Point Brands, Inc. Forward Estimates of EPS

TPB ยท NYSE
Latest EPS
3.18
FY 2025
Avg Estimate
$4.15
FY 2026
Estimate Range
$3.97 - $4.33
Analyst Spread

Forward Growth Analysis

Projected Growth+30.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Turning Point Brands, Inc. Forward Estimates of EBIT

TPB ยท NYSE
Latest EBIT
100.61M
FY 2025
Avg Estimate
115.79M
FY 2026
Estimate Range
112.19M - 119.40M
Analyst Spread

Forward Growth Analysis

Projected Growth+15.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Turning Point Brands, Inc. Forward Estimates of EBITDA

TPB ยท NYSE
Latest EBITDA
108.03M
FY 2025
Avg Estimate
122.22M
FY 2026
Estimate Range
118.41M - 126.02M
Analyst Spread

Forward Growth Analysis

Projected Growth+13.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Turning Point Brands, Inc. Forward Estimates of SG&A Expense

TPB ยท NYSE
Latest SG&A Expense
168.99M
FY 2025
Avg Estimate
155.19M
FY 2026
Estimate Range
150.36M - 160.02M
Analyst Spread

Forward Growth Analysis

Projected Growth-8.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Turning Point Brands, Inc. Insider Positioning

TPB ยท NYSE

During the last 12 months, insiders have sold $11.23M worth of TPB shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

4.0K

366.68K

Net Activity

-367K

-$367K

3-6 Months

Bought

0

0.00

Sold

34.0K

3.72M

Net Activity

-3.7M

-$3.72M

6-9 Months

Bought

0

0.00

Sold

52.5K

5.24M

Net Activity

-5.2M

-$5.24M

9-12 Months

Bought

0

0.00

Sold

25.0K

1.90M

Net Activity

-1.9M

-$1.90M

Top Buyers

No buying activity

Top Sellers

1
WL

Wexler Lawrence

Director

71.5K sharesโ€ข4 transactions

$6.53M

2
GDE

Glazek David Edward

Director, Officer: Executive Chairman

30.0K sharesโ€ข1 transactions

$3.31M

3
WB

Wigginton Brian

Officer: Sr Vp Finance & Cao

4.0K sharesโ€ข1 transactions

$367K

4
CB

Cushman Brittani

Officer: Sr Vp, General Counsel

2.5K sharesโ€ข1 transactions

$254K

5
DHC

Diao H.C. Charles

Director

2.0K sharesโ€ข1 transactions

$216K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $11.23M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$367K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.